The Posting journal provides an overview of all products posted in a given time period, making it easy to check if individual items are posted correctly. You can also use this report to review rebates.

To view the Posting journal,

• on the Dashboard, in the Reports section, click on , or
• go to the main menu  > Finance > Posting journal.

In this article you can learn about:

• Setting the filters in the report
• Understanding the fields in the report

Setting the filters in the report

You can select from the following filter options before you run the report:

• Start: Select a start date to restrict results to a specific time period.
• End: Select an end date to restrict results to a specific time period.
• Type: Select one or both of the options:
  • Charges: Select this option to include items that have charges attached.
  • Rebates: Select this option to include items that have rebates attached.
• Status: Select one or both of the options:
  • Active: Select this option to include items that are active.
  • Canceled: Select this option to include items that are canceled.
• Values: Select one of the three options to view the value that you want to see. This filter has three options: Gross value, Net value and Tax value. 

Understanding the fields in the report

Mews groups postings by service. You can click the + button to expand a group and view more details about individual postings.

This report consists of the following columns:

• Item: An individual item posted to a bill.
• Status: The current status of the item. Items in the Posting Journal are either Active or Canceled.
• Order: Service order that the item is attached to.
• Created: The date and time that the item was created.
• Customer: The customer whose bill or profile the item was posted to.
  • You can click on a customer's name to open their profile.
• Charges: The amount charged for the item.
  • You can collapse a group to view the total amount of all charges in that group.
• Rebates: The amount that was rebated for the item.
  • You can collapse a group to view the total amount of all rebates in that group.
• Cost: The total cost of the item.
  • You can collapse a group to view the total cost of all items in that group after rebates.